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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,890 | $100,194+58.6% | $122,979+29.2% | $86,983+82.7% |
| Participation rate | 96.0% | 73.0%+23.0pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 15.83% | 16.47%-0.6pp | 20.12%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $4,751 | $2,326+104.3% | $3,062+55.1% | $2,584+83.8% |
| Participant deferral / active EE | $4,968 | $4,133+20.2% | $5,003-0.7% | $4,194+18.5% |
| Admin fee / account holder | $5,210 | $10,148-48.7% | $12,864-59.5% | $7,856-33.7% |